Can you see the green shoots yet? August figures for card spending a lot lower than expected. I have a theory for what's going on here. I'll break it down. [🧵 1/n]

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Lower population / more housing clearly reduces rents. My beef is with the ridiculous 23% claim (it was about a tenth of that) - the researcher has used a bollox methodology and nobody cares cos they want to believe the results.

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Never forget: - when yields are rising, its A FISCAL CRISIS - when they are falling, A RECESSION IS COMING I dont make the rules

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Croatia fan speaks for many tonight.

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Don't remember now - one of the group games If I remember, I'll post it

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